Fidelity Investments’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $461K | Sell |
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|
2023
Q2 | $410K | Sell |
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|
2023
Q1 | $515K | Buy |
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|
2022
Q4 | $497K | Sell |
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|
2022
Q3 | $453K | Sell |
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|
2022
Q2 | $440K | Sell |
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|
2022
Q1 | $491K | Buy |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Buy |
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|
2021
Q1 | $0 | Sell |
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|
2020
Q4 | $6.01M | Sell |
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|
2020
Q3 | $5.19M | Hold |
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|
2020
Q2 | $6.29M | Buy |
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|
2020
Q1 | $6.57M | Sell |
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|
2019
Q4 | $18M | Buy |
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|
2019
Q3 | $12.1M | Sell |
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|
2019
Q2 | $17M | Sell |
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|
2019
Q1 | $22.4M | Buy |
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|
2018
Q4 | $12.1M | Sell |
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|
2018
Q3 | $19.3M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $14.8M | Sell |
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|
2015
Q4 | $37.8M | Sell |
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|
2015
Q3 | $53.1M | Sell |
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|
2015
Q2 | $74.8M | Hold |
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|
2015
Q1 | $63.3M | Hold |
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|
2014
Q4 | $64.2M | Buy |
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|
2014
Q3 | $69.7M | Sell |
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|
2014
Q2 | $113M | Buy |
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|
2014
Q1 | $116M | Buy |
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|
2013
Q4 | $167M | Buy |
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|
2013
Q3 | $118M | Sell |
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|
2013
Q2 | $114M | Buy |
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